Find invoice

All the screenshots on this page do not reflect the changes in the new web version yet. See Case Manager for Web 6.0 for details.

To find an invoice select Tools > Search from the main menu.

Click the Invoice Search tab.

The search can be based on:

  • the invoice number
  • for a bill to company
  • the invoice amount: you can specify minimum and/or maximum amounts
  • This option is useful when you can't find an invoice to match a certain amount, such as a payment.

As with a document search:

  • the search can be narrowed down by date range, team, category and/or office

When you select a result and click Locate this takes you to the case and the invoice you have selected.